Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (10602)	1/26/2001 4:48:44 PM
From: Stoctrash	Respond to of 30051

No..no perma bear here, just seen this chip cycle too many times and think it's no different wrt BRoadCuM :-)

To: Zeev Hed who wrote (10602)	1/26/2001 5:31:58 PM
From: Bosco	Read Replies (1) \| Respond to of 30051

Hi Zeev - I ve asked you about UTEK a few days back. Here is the partial answer individualinvestor.com Unfortunately, IIO is now one of my contrarian indicators <G>, so I am going to watch only best, Bosco

To: Zeev Hed who wrote (10602)	1/27/2001 2:58:26 PM
From: Logain Ablar	Respond to of 30051

Hayes is still ok with the market but says the NAZ is way overbought. Indicates if the NAZ plays out like Japan it will soon pull back. For more of the LTB&H types he still thinks this pull back is not the start of the final phase of the bear market. That is still to come later winter or spring.

To: Zeev Hed who wrote (10602)	1/28/2001 12:24:01 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Zeev: So far I think your scenario is playing out pretty close to forecast with the semi equip's. If the SOXX can't lead I don't see the NAZ rally going much further. I see size of INTC price cuts as a warning revenues won't be as high as recent forecast for the chip makers. If you go by AG's speech and his indication we are now at zero growth as being an understatement (I look to the housing and auto sectors as flashing negative growth since Nov) and the summer a normal time for tech stock dolldrums your Feb vacation sounds about right. I'm just wondering what gems we can find within the carnage versus your quick trade stocks. I still have some nice growth companes but for everyone one I like (cmrc, qlgc, emlx) there is always the valuation issue to contend with. What are you looking for in SSTI? I had mid 20's but have lowered it down to high teens for now. Tim